Sending out the Asset Sale Quote

When the customer decides to purchase the item, you can change the status from quote to reservation to an open contract and sell the item. This will then reduce your inventory by the quantity being sold.

1.  From the Change Status, choose from the drop-down menu Change to Reservation

2.  You will see the status of the contract has been changed to Reservation

3.  Choose the Change Status again, from the drop-down menu, select Change to Open

            * Note - If the item on the quote is a header record, you will be prompted to enter the serialized unit.

4.  You will be prompt; do you want the due back time recomputed. Select No 

5.  You will ask to enter the sale price of the item.

6.  You can enter a description of the item (model #, serial #, etc.). Click OK

7. A second line was added to the contract. The first line is the header record which was initially added to the quote. The second line is the actual serialized item being sold.

8.  Once you select enter you will see the header record disappear and is replaced by the serialized item. The contract status is now open and the item is ready to be sold.

Note: Once the contract goes to open status, your inventory will now be reduced by the amount being sold